Yoder Wealth Management, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationwalnut creek, CA
- CIK0001973967
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
115 | $211.34M | FTEC, AAPL, VUG, QUAL | 13F-HR | Oct 22, 2025 | 000121465925015191 | ||
112 | $191.87M | FTEC, AAPL, VUG, VIG | 13F-HR | Jul 22, 2025 | 000121465925010721 | ||
108 | $177.68M | AAPL, FTEC, VIG, QUAL | 13F-HR | Apr 22, 2025 | 000121465925006230 | ||
110 | $181.04M | AAPL, FTEC, VUG, VIG | 13F-HR | Jan 24, 2025 | 000121465925001277 | ||
112 | $166.51M | AAPL, VIG, QUAL, VUG | 13F-HR | Oct 23, 2024 | 000121465924017832 | ||
103 | $154.45M | AAPL, QUAL, VIG, VUG | 13F-HR | Jul 23, 2024 | 000121465924012834 | ||
108 | $153.26M | AAPL, USFR, VIG, QUAL | 13F-HR | Apr 19, 2024 | 000121465924007157 | ||
97 | $141.72M | AAPL, USFR, VIG, QUAL | 13F-HR | Feb 2, 2024 | 000121465924001721 | ||
77 | $121.23M | AAPL, USFR, VIG, LTPZ | 13F-HR | Oct 18, 2023 | 000121465923013561 | ||
82 | $126.95M | AAPL, LTPZ, USFR, VIG | 13F-HR | Aug 4, 2023 | 000121465923010779 | ||
74 | $120.31M | AAPL, LTPZ, VIG, USFR | 13F-HR | May 15, 2023 | 000121465923007216 |